Dean Ingvalson, financial advisor Cambridge MN
96 score

Dean Ingvalson

CRD Number: 1355266
Current Firm: Efs Advisors

Dean Ingvalson (CRD# 1355266) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 31 years of experience in the finance industry. Dean Ingvalson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Educators Financial Services Cambridge, MN Jan 2009 - Current 7
Advanced Advisor Group LLC Cambridge, MN Aug 2006 - Current 10
Great American Advisors, Inc. Cincinnati, OH Feb 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Dean R. Ingvalson
Phone Number: 763-689-9023
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    788
    MILLIONS
  • Total Number of Accounts
    15,923
    ACCOUNTS
  • Average Account Value
    $49,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, ND, NE, NY, OR, SD, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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